In this article, we'll cover where to go over your charts and the available options.
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Marking charts as not required
How can I tell if a chart is overdue?
Navigating to your charts
1. Go to the Moxie Suite login page using this link.
2. Click on Charts within the Global Nav.
3. You'll be redirected to your charts view.
4. The charts view page gives you a complete overview of your charts. You can filter the charts by Providers, Date, and Status. See the next section on how to use these filters.
5. On each chart cards you'll see one of several statuses and time the action was completed:
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- Chart completed
- Chart marked as not required
- Chart reviewed
- Chart is past due by x days
Using the filters
Provider filter
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- Default value: All Providers
- Action you can take: Filter by all providers or specific provider(s)
Date filter
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- Default value: 7 days
- Action you can take: You can filter by pre-defined date ranges - Last 3, 7, or 30 days - or a specific date range by clicking into the start and end date boxes.
Status filter
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- Default value: All statuses
- Action you can take: Filter by all statuses or specific status types
- Incomplete - Charts requiring your attention
- Completed - Charts marked as completed
- Reviewed - Charts that your MD has reviewed.
- Not Required - Charts marked as not required
- Overdue - These Charts are overdue and should be completed promptly
Tip💡 - To create a "to-do" list for yourself, use the filters to select yourself from the provider list, select the date ranges you'd like to review, and then filter by incomplete status type.
Completing Charts
To mark a chart as complete, you can do this from either the Charts tab or the appointment view. The process is the same for both.
Note ✏️ - Mark chart as complete & send to MD was previously labeled Send to MD for chart review.
Charts view
In the charts tab, find the chart you want to complete, click the three dots, and select Mark chart as complete & send to MD.
Tip💡 - You can quickly navigate to the appointment view by clicking on a specific client card within the Charts tab
Appointment view
In the client appointment view, you can finalize a chart by clicking the three dots in the top right corner and selecting Mark chart as complete & send to MD.
Marking charts as not required
To mark a chart as not required, you can do this from either the Charts tab or the appointment view. The process is the same for both.
Charts view
In the Charts tab, find the chart you want to mark as not required. Click the three dots and select Mark chart as not required.
Appointment view
In the client appointment view, find the chart you want to mark as not required. Click the three dots and select Mark chart as not required.
How can I tell if a chart is overdue?
✏️ Note - Charts will automatically become overdue 72 hours after the appointment has been completed.
1. When a chart is overdue, you'll see a notification bubble with a number next to the Charts tab on the Global Nav. This number shows how many charts are overdue.
❗Important - The number displayed will only show the number of overdue charts for you. If the medspa has multiple providers, it will not display the total for each provider.
2. To find the overdue chart, click on the Charts tab, deselect any additional providers so you're looking at your appointments only, and filter by the status of Overdue. After locating the overdue chart click on the card.
3. Once on the appointment details page click on on Charts and completed the charting. Afterward follow the steps above on mark the chart as complete.
4. If charting is not required proceed with marking the chart as not required.
Watch the video below on the Charts tab and filters.